LJI Wealth Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Sell |
1,750
-150
| -8% | -$49.2K | 0.1% | 83 |
|
|
2025
Q1 | $508K | Sell |
1,900
-100
| -5% | -$26.7K | 0.1% | 83 |
|
|
2024
Q4 | $475K | Hold |
2,000
| – | – | 0.09% | 93 |
|
|
2024
Q3 | $523K | Sell |
2,000
-100
| -5% | -$26.1K | 0.11% | 98 |
|
|
2024
Q2 | $470K | Sell |
2,100
-100
| -5% | -$22.4K | 0.1% | 103 |
|
|
2024
Q1 | $420K | Sell |
2,200
-132
| -6% | -$25.2K | 0.11% | 91 |
|
|
2023
Q4 | $417K | Hold |
2,332
| – | – | 0.11% | 100 |
|
|
2023
Q3 | $378K | Hold |
2,332
| – | – | 0.11% | 98 |
|
|
2023
Q2 | $413K | Sell |
2,332
-10
| -0.4% | -$1.77K | 0.12% | 88 |
|
|
2023
Q1 | $401K | Hold |
2,342
| – | – | 0.13% | 87 |
|
|
2022
Q4 | $360K | Buy |
+2,342
| New | +$360K | 0.13% | 84 |
|